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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,849 | $106,864+75.8% | $147,318+27.5% | $82,637+127.3% |
| Participation rate | 48.8% | 75.5%-26.7pp | 82.1%-33.3pp | 68.1%-19.3pp |
| Annual return | 18.32% | 27.49%-9.2pp | 70.43%-52.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,989 | $6,496+38.4% | $7,906+13.7% | $4,126+117.9% |
| Admin fee / account holder | $6,570 | $8,415-21.9% | $13,708-52.1% | $7,339-10.5% |